ESCO TECHNOLOGIES INC ESE
COM · Common Stock · CUSIP 296315104 · ISIN US2963151046
- SectorTechnology
- IndustryCommunications Equipment, NEC
- HeadquartersSt. Louis, MO
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($15.1m this quarter). Holder counts are more reliable. Shares outstanding: 25.9m as of 2026-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $349.08. Options: 7 managers hold calls ($23.6m notional), 5 hold puts ($3.7m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 179 |
| Q4 2022 | 203 |
| Q1 2023 | 194 |
| Q2 2023 | 202 |
| Q3 2023 | 204 |
| Q4 2023 | 223 |
| Q1 2024 | 245 |
| Q2 2024 | 258 |
| Q3 2024 | 258 |
| Q4 2024 | 285 |
| Q1 2025 | 339 |
| Q2 2025 | 364 |
| Q3 2025 | 366 |
| Q4 2025 | 393 |
| Q1 2026 | 434 |
| Q2 2026 | 449 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 126 | 106 |
| Q4 2024 | 130 | 105 |
| Q1 2025 | 176 | 126 |
| Q2 2025 | 188 | 153 |
| Q3 2025 | 168 | 184 |
| Q4 2025 | 202 | 161 |
| Q1 2026 | 226 | 188 |
| Q2 2026 | 202 | 224 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $4.4m | $823.3k | 0.19 |
| Q4 2025 | $3.3m | $0 | 0.00 |
| Q1 2026 | $12.7m | $787.8k | 0.06 |
| Q2 2026 | $23.6m | $3.7m | 0.16 |
Biggest buyers
| T. Rowe Price Investment Management, Inc. | Added | +375.4k |
| AMERICAN CENTURY COMPANIES INC | Added | +327.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +320.1k |
| FMR LLC | Added | +262.8k |
| Invesco Ltd. | Added | +249.2k |
| WASATCH ADVISORS LP | Added | +189.4k |
| AMERIPRISE FINANCIAL INC | Added | +181.7k |
| HAWK RIDGE CAPITAL MANAGEMENT LP | Added | +132.9k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +121.4k |
| BlackRock, Inc. | Added | +117.4k |
Biggest sellers
| Capital World Investors | Reduced | -275.2k |
| NEUBERGER BERMAN GROUP LLC | Reduced | -273.4k |
| Two Creeks Capital Management, LP | Sold out | -180.9k |
| GENEVA CAPITAL MANAGEMENT LLC | Reduced | -177.3k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Reduced | -144.8k |
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | -128.0k |
| JANE STREET GROUP, LLC | Reduced | -123.1k |
| Conestoga Capital Advisors, LLC | Reduced | -94.7k |
| CITADEL ADVISORS LLC | Reduced | -92.0k |
| ROYCE & ASSOCIATES LP | Reduced | -79.8k |
Biggest calls
| PEAK6 LLC | Unchanged | $10.5m30.0k shares |
| JANE STREET GROUP, LLC | Added | $4.2m12.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.7m10.6k shares |
| D. E. Shaw & Co., Inc. | Added | $2.8m8.1k shares |
| CITADEL ADVISORS LLC | Added | $2.0m5.6k shares |
| Twin Tree Management, LP | New | $350.0k1.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $35.0k100 shares |
Biggest puts
| D. E. Shaw & Co., Inc. | Added | $1.5m4.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.1m3.0k shares |
| CITADEL ADVISORS LLC | New | $560.1k1.6k shares |
| JANE STREET GROUP, LLC | New | $455.1k1.3k shares |
| SIMPLEX TRADING, LLC | New | $70.0k200 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
TBG AG
13D · may seek influence
new · filed 2026-10-08
Stated purposeOn the Completion Date, in connection with the consummation of the Transaction pursuant to the Purchase Agreement, the Reporting Person entered into that certain Shareholder Agreement, dated as of October 1, 2026, by and between the Reporting Person and the Issuer (the "Shareholder Agreement"), which provides for, among other things, certain transfer restrictions, standstill obligations, voting commitments, board designation rights, consent rights, preemptive rights, registration rights and information rights of the Reporting Person with respect to the Issuer and the Common Stock. The terms and provisions of the Shareholder Agreement are more fully described in the October 1 Form 8-K, and are further described in Item 6 of this Schedule 13D, which is incorporated into this Item 4 by refer… Full filing |
16.4% |
| BlackRock, Inc. 13G · institution filed 2025-10-17 | 14.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 6.0% |
| Invesco Ltd. 13G · institution new · filed 2026-08-13 | 5.8% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 1 | $349.1k | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 5 | $5.3m | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 4.1m $1.4bn | Added +117.4k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.03% of their portfolio | 1.6m $555.7m | Added +47.4k |
| Invesco Ltd. 0.04% of their portfolio | 1.5m $527.1m | Added +249.2k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 1.2m $408.9m | Added +6.4k |
| STATE STREET CORP 0.01% of their portfolio | 1.1m $381.1m | Added +51.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 754.6k $264.2m | Added +121.4k |
| T. Rowe Price Investment Management, Inc. 0.16% of their portfolio | 703.5k $246.3m | Added +375.4k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 604.2k $211.5m | Reduced -32.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 548.7k $192.1m | Added +320.1k |
| WASATCH ADVISORS LP 1.09% of their portfolio | 477.7k $167.2m | Added +189.4k |
| Capital World Investors 0.02% of their portfolio | 474.9k $166.2m | Reduced -275.2k |
| MORGAN STANLEY 0.01% of their portfolio | 454.8k $159.2m | Reduced -11.6k |
| GENEVA CAPITAL MANAGEMENT LLC 3.60% of their portfolio | 449.1k $157.2m | Reduced -177.3k |
| Conestoga Capital Advisors, LLC 3.40% of their portfolio | 447.1k $156.5m | Reduced -94.7k |
| NEUBERGER BERMAN GROUP LLC 0.08% of their portfolio | 353.1k $123.6m | Reduced -273.4k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.79% of their portfolio | 343.9k $120.4m | Reduced -62.4k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 340.6k $95.8m | Reduced -32.7k |
| AMERICAN CENTURY COMPANIES INC 0.05% of their portfolio | 334.8k $117.2m | Added +327.9k |
| Hood River Capital Management LLC 0.84% of their portfolio | 330.3k $115.6m | Added +26.2k |
| Nuveen, LLC 0.03% of their portfolio | 313.9k $109.9m | Reduced -48.8k |
| NORGES BANK 0.01% of their portfolio | 311.6k $109.1m | Not comparable |
| FMR LLC 0.00% of their portfolio | 305.2k $106.8m | Added +262.8k |
| HAWK RIDGE CAPITAL MANAGEMENT LP 3.38% of their portfolio | 301.5k $105.5m | Added +132.9k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 300.1k $105.0m | Added +19.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 299.9k $105.0m | Added +1.2k |
| Driehaus Capital Management LLC 0.58% of their portfolio | 288.0k $100.8m | Added +102.3k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 272.4k $95.4m | Added +181.7k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 271.2k $94.9m | Reduced -20.5k |
| ROYCE & ASSOCIATES LP 0.74% of their portfolio | 262.2k $91.8m | Reduced -79.8k |
| LOOMIS SAYLES & CO L P 0.11% of their portfolio | 256.8k $89.9m | Reduced -43.9k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.13% of their portfolio | 254.5k $89.1m | Reduced -144.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 238.0k $83.3m | Added +139 |
| Capital International Investors 0.01% of their portfolio | 205.5k $71.9m | Added +5.5k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 186.2k $65.2m | Added +5.7k |
| EMERALD ADVISERS, LLC 1.48% of their portfolio | 179.8k $62.9m | Added +17.1k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 175.3k $61.4m | Added +5.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio | 151.9k $53.2m | Added +2.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 146.5k $51.3m | Reduced -41.3k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 138.8k $48.6m | Reduced -23.2k |
| Select Equity Group, L.P. 0.25% of their portfolio | 137.0k $48.0m | Added +89.8k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 133.3k $46.6m | Added +97.9k |
| UBS Group AG 0.01% of their portfolio | 122.0k $42.7m | Added +88.9k |
| EMERALD MUTUAL FUND ADVISERS TRUST 1.43% of their portfolio | 116.5k $40.8m | Added +18.0k |
| Rockefeller Capital Management L.P. 0.06% of their portfolio | 115.3k $40.3m | Reduced -64.7k |
| BESSEMER GROUP INC 0.05% of their portfolio | 107.5k $37.6m | Added +31.6k |
| CRAWFORD INVESTMENT COUNSEL INC 0.62% of their portfolio | 106.2k $37.2m | Reduced -9.0k |
| Tributary Capital Management, LLC 2.99% of their portfolio | 103.8k $36.3m | Reduced -37.1k |
| GHP Investment Advisors, Inc. 1.17% of their portfolio | 91.3k $32.0m | Reduced -2.5k |
| FEDERATED HERMES, INC. 0.05% of their portfolio | 90.8k $31.8m | Reduced -2.8k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.11% of their portfolio | 89.4k $31.3m | Reduced -26.4k |
| Public Sector Pension Investment Board 0.08% of their portfolio | 89.0k $31.2m | Reduced -3.6k |
| OP Asset Management Ltd 0.33% of their portfolio | 88.8k $31.1m | Added +52.5k |
| SEI INVESTMENTS CO 0.03% of their portfolio | 87.2k $30.5m | Added +7.5k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.15% of their portfolio | 82.9k $29.0m | Added +4.6k |
| PRUDENTIAL FINANCIAL INC 0.03% of their portfolio | 79.8k $27.9m | Reduced -18.6k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 76.7k $26.8m | Reduced -32.7k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 69.4k $24.3m | Added +13.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 68.6k $24.0m | Reduced -18.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 67.0k $23.4m | Added +1.3k |
| AMERICAN CAPITAL MANAGEMENT INC 1.03% of their portfolio | 65.3k $22.9m | Added +26.9k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio | 63.4k $21.9m | Reduced -4.0k |
| DF DENT & CO INC 0.42% of their portfolio | 63.0k $22.1m | Reduced -10.1k |
| COMMERCE BANK 0.10% of their portfolio | 62.7k $21.9m | Unchanged |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 62.4k $21.9m | Reduced -7.5k |
| SEGALL BRYANT & HAMILL, LLC 0.26% of their portfolio | 61.6k $21.6m | Added +1.1k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.06% of their portfolio | 60.1k $21.0m | Reduced -128.0k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.20% of their portfolio | 59.7k $20.9m | Reduced -3.9k |
| Legal & General Group Plc 0.00% of their portfolio | 59.3k $20.8m | Reduced -1.5k |
| Tidal Investments LLC 0.05% of their portfolio | 56.1k $19.6m | Reduced -18.1k |
| Advent International, L.P. 0.11% of their portfolio | 56.1k $19.6m | New |
| FIFTH THIRD BANCORP 0.03% of their portfolio | 54.2k $19.0m | Reduced -9.3k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.60% of their portfolio | 53.1k $18.6m | Reduced -4.3k |
| Swiss National Bank 0.01% of their portfolio | 52.0k $18.2m | Added +760 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 51.6k $18.1m | Added +8.2k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 49.6k $17.4m | Added +13.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 45.9k $16.3m | Reduced -20.9k |
| Connor, Clark & Lunn Investment Management Ltd. 0.03% of their portfolio | 44.7k $15.7m | Added +4.1k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 44.5k $15.6m | Reduced -2.8k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% of their portfolio | 43.0k $15.0m | Added +7.1k |
| CONGRUENCE CAPITAL, LLC 3.89% of their portfolio | 42.6k $14.9m | Reduced -41.2k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 42.0k $14.7m | Added +136 |
| Thrivent Financial for Lutherans 0.02% of their portfolio | 39.4k $13.8m | Added +21.4k |
| Premier Fund Managers Ltd 1.20% of their portfolio | 38.3k $13.2m | Added +36.7k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.01% of their portfolio | 37.2k $13.0m | Reduced -484 |
| Advisors Asset Management, Inc. 0.20% of their portfolio | 37.1k $13.0m | Reduced -270 |
| Creative Planning 0.01% of their portfolio | 36.6k $12.8m | Added +5.8k |
| Emerald Investment Advisers, LLC 0.82% of their portfolio | 35.1k $12.3m | Added +2.0k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 34.8k $12.2m | Added +4.6k |
| AXIOM INVESTORS LLC /DE 0.10% of their portfolio | 32.8k $11.5m | New |
| CASTLEARK MANAGEMENT LLC 0.30% of their portfolio | 31.6k $11.1m | Added +13.7k |
| JENNISON ASSOCIATES LLC 0.01% of their portfolio | 31.2k $10.9m | New |
| KORNITZER CAPITAL MANAGEMENT INC /KS 0.23% of their portfolio | 30.9k $10.8m | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 30.0k $10.5m | Reduced -142 |
| GLOBEFLEX CAPITAL L P 1.32% of their portfolio | 29.5k $10.3m | Reduced -2.8k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 29.1k $10.2m | Added +4.6k |
| Pier Capital, LLC 1.34% of their portfolio | 29.0k $10.1m | Reduced -498 |
| ALGERT GLOBAL LLC 0.12% of their portfolio | 28.8k $10.1m | Reduced -1.6k |
| Ceredex Value Advisors LLC 0.26% of their portfolio | 26.8k $9.4m | Reduced -6.9k |
| CITIGROUP INC 0.00% of their portfolio | 25.6k $9.0m | Added +6.8k |
| CREDIT AGRICOLE S A 0.02% of their portfolio | 24.8k $8.7m | Added +12.0k |